Assign users to project and activities
Responsible persons are users who are assigned accountability (like project managers, work packages leaders, ...) for a specific item — such as a project, work package, task, milestone, or deliverable. Assigning a responsible person helps clarify ownership and ensures better follow-up.
Note: To assign users as responsible persons, you must have Manage access rights to the project or activity. (see “Roles, access levels, and access rights”).
Follow the instructions below on how to assign users as responsible persons.
- Click Workplan in Home menu, this will open the "Workplan" section.
- Click the specific project, activity (work package, task, .. ), milestone, or deliverable. This will open the detail sidebar.
- In the sidebar, click on the Assignee panel. To assign a user, click “Select assignees” area. To add further assignees, click the ”+” button. Choose one or more users from the dropdown list.
- Click Save at the bottom of the sidebar.
To remove an assigned user, hover over their name and click the X icon.